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LSIRX vs BMDIX

Shared holdings
10
LSIRX covered by BMDIX
15.05%
BMDIX covered by LSIRX
15.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LSIRX (April 30, 2026)

SecurityWeight
CASEY'S GENERAL3.28%
TELEDYNE TECHNOLOGIES INC3.19%
API GROUP CORP2.93%
EQT CORPORATION2.93%
DTE ENERGY CO2.88%
CLEAN HARBORS INC2.87%
VISTRA CORP2.60%
REGAL REXNORD CORP2.52%
MICROCHIP TECHNOLOGY2.42%
PERFORMANCE FOOD GROUP CO2.34%
VERTIV HOLDINGS CO2.33%
BAKER HUGHES CO2.24%
CROWN HOLDINGS INC2.21%
STERIS PLC2.20%
FERGUSON ENTERPRISES INC2.14%
RAYMOND JAMES FINANCIAL INC.2.08%
CHURCHILL DOWNS INC2.08%
UNITED RENTALS INC2.07%
LIVE NATION ENTERTAINMENT INC2.00%
HARTFORD INSURANCE GROUP INC/THE1.95%
TENET HEALTHCARE CORP1.94%
WILLSCOT MOBILE MINI HOLDINGS CORP1.90%
NNN REIT INC1.87%
CASELLA WASTE SYS INC CL A1.82%
RESIDEO TECHNOLOGIES INC1.78%
CHEWY INC- CL A1.77%
BIO-TECHNE CORP1.75%
HOULIHAN LOKEY I1.69%
ARCH CAPITAL GROUP LTD1.67%
PNC FINANCIAL SERVICES GRP INC1.61%
APPLOVIN CORP1.53%
JONES LANG LASALLE INC1.51%
ROSS STORES INC1.50%
CAE INC1.48%
INTL PAPER CO1.46%
LIGHT & WOND-CDI1.43%
ARCHROCK INC1.37%
ADVANCED DRAINAGE SYSTEMS INC1.30%
VALVOLINE INC1.30%
RUBRIK INC-A1.23%
SERVICE CORP INTERNATIONAL INC1.22%
SBA COMMUNICATIONS CORP1.22%
TEMPUR SEALY INTERNATIONAL INC1.21%
UMB FINANCIAL CORP1.08%
FIFTH THIRD BANCORP1.08%
PPL CORPORATION1.07%
XPO LOGISTICS INC1.03%
DIAMONDBACK ENERGY INC0.95%
ARGENX SE SPONSORED ADR0.94%
VIKING HOLDINGS LTD0.84%

BMDIX (March 31, 2026)

SecurityWeight
CURTISS WRIGHT CORPORATION3.77%
HILTON WORLDWIDE HOLDINGS INC3.34%
CAVA GROUP INC3.20%
FASTENAL CO2.99%
XPO LOGISTICS INC2.92%
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U2.72%
FERGUSON ENTERPRISES INC2.61%
MSCI INC2.50%
DEXCOM INC2.48%
VIPER ENERGY INC A2.46%
VERTIV HOLDINGS CO2.43%
WOODWARD INC2.42%
TKO GROUP HOLDINGS INC2.38%
ILLUMINA INC2.34%
HUBBELL INC2.32%
ROLLINS INC2.26%
RESMED INC2.23%
CASEY'S GENERAL2.21%
RAYMOND JAMES FINANCIAL INC.2.18%
INSULET CORP2.14%
KONTOOR BRANDS INC2.12%
GRACO INC2.10%
HEICO CORP2.08%
MONOLITHIC POWER SYS INC2.03%
UL SOLUTIONS INC CL A1.98%
EMCOR GROUP INC1.97%
IDEXX LABS INC1.82%
VEEVA SYSTEMS-A1.81%
BROADRIDGE FINL1.81%
LIVE NATION ENTERTAINMENT INC1.81%
LENNOX INTL INC1.79%
REPLIGEN CORP1.77%
EQUIFAX INC1.76%
VICTORIA'S SECRET and CO1.73%
TWILIO INC CLASS A1.65%
DELTA AIR LI1.60%
FLOOR & DECOR-A1.59%
TYLER TECHNOLOGIES INC1.54%
DUTCH BROS INC-A1.51%
ALIGN TECHNOLOGY INC1.51%
VERISK ANALYTICS INC1.50%
BROWN FORMAN CORP NON VTG CL B1.44%
CHURCHILL DOWNS INC1.36%
WEST PHARMACEUTICAL SVCS INC1.35%
DESCARTES SYS1.22%
DATADOG INC CL A1.17%
BJS WHSL CLUB HLDGS INC1.16%
WINGSTOP INC1.11%
DOORDASH INC-A1.10%
CDW CORPORATION0.77%

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